Plan Snapshot
- Plan Sponsor: Cullen And Dykman, LLP
- Sponsor EIN: 110658700
- Sponsor Address: 333 EARLE OVINGTON BOULEVARD,, UNIONDALE, NY, 11530
- Plan Type: 401(k)
- Plan Number: 007
- Total Participants: 0
- Total Assets: $123.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $123.8M | $0 | $0 |
| 2023 | 0 | $116.5M | $0 | $0 |
| 2022 | 0 | $106.6M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MORGAN STANLEY | Investment Advisor | $113,547 | — | $113,547 |
| GRASSI & COMPANY, CPAS | Auditor | $54,576 | — | $54,576 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
- GRASSI & COMPANY, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $168,123
- Estimated Expense Ratio: 0.136% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $168,123 | $113,547 | — | $54,576 | — |
| 2023 | $89,629 | $55,805 | — | $27,661 | — |
| 2022 | $123,934 | $69,176 | — | — | $54,758 |